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Facts and Insights
RODGERS CAPITAL MANAGEMENT, LLC is a well-established financial planning firm that provides comprehensive wealth management services to clients across the nation. With a strong reputation for expertise and integrity, RCM has become a trusted partner for individuals and families looking to secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
According to recent disclosures, RCM currently manages assets totaling around $500 million, with a team of 10 experienced advisors. The firm has been in business since 1998, giving them over 20 years of experience in the financial industry.
Financial Services Offered
RCM offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. Their team of advisors works closely with each client to create a customized financial plan that aligns with their specific goals and needs.
Client Types
With their comprehensive approach to wealth management, RCM is equipped to serve a variety of client types. This includes high-net-worth individuals, retirees, business owners, and young professionals. RCM understands that each client has unique financial goals and works diligently to create strategies that best fit their individual needs.
Fees & Compensation
As a registered investment advisor, RCM operates on a fee-only compensation structure. This means that they do not earn commissions from the sale of financial products or receive any other form of compensation that may create a conflict of interest. Clients of RCM can be assured that their advisors are acting in their best interest at all times.
Background
RODGERS CAPITAL MANAGEMENT, LLC was founded by John Rodgers, a seasoned financial advisor with over 30 years of experience in the industry. He has built a team of knowledgeable and dedicated advisors who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, RCM is required to disclose any potential conflicts of interest or legal issues that may have a material impact on their services. Currently, RCM has no legal or regulatory disclosures to report, indicating their commitment to maintaining a high standard of ethics and transparency.
How does the advisor help clients – Key Takeaways:
Overall, RODGERS CAPITAL MANAGEMENT, LLC offers clients a comprehensive approach to financial planning that addresses all aspects of wealth management. Their team of experienced advisors, fee-only compensation structure, and commitment to transparency make them a top choice for individuals and families seeking financial guidance. If you are looking for a trustworthy and dedicated financial partner, RCM may be the right fit for you.